LFS

Legacy Financial Strategies Portfolio holdings

AUM $554M
1-Year Est. Return 14.36%
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.74M
3
+$1.34M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$960K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$766K

Top Sells

1
+$497K
2
+$400K
3
+$373K
4
ANET icon
Arista Networks
ANET
+$338K
5
TGT icon
Target
TGT
+$241K

Sector Composition

1 Technology 6.11%
2 Financials 5.26%
3 Industrials 3.67%
4 Materials 2.05%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.71%
23,934
+115
27
$3.28M 0.71%
13,293
+2
28
$3.12M 0.67%
21,868
+9
29
$3.07M 0.66%
5,971
+64
30
$3.04M 0.65%
7,331
-107
31
$2.91M 0.63%
30,209
-2,268
32
$2.88M 0.62%
25,400
+180
33
$2.88M 0.62%
37,951
+890
34
$2.8M 0.6%
9,882
+155
35
$2.62M 0.56%
38,848
-389
36
$2.52M 0.54%
22,219
-526
37
$2.51M 0.54%
11,399
+593
38
$2.13M 0.46%
60,040
-2,944
39
$2.09M 0.45%
15,210
-1,758
40
$1.91M 0.41%
20,745
-1
41
$1.9M 0.41%
9,292
-900
42
$1.8M 0.39%
74,624
-3,034
43
$1.6M 0.35%
4,228
-76
44
$1.59M 0.34%
11,570
-655
45
$1.37M 0.3%
19,064
+2,872
46
$1.26M 0.27%
22,211
-206
47
$1.19M 0.26%
6,307
+244
48
$1.19M 0.26%
1,980
+85
49
$1.13M 0.24%
5,127
+372
50
$1.08M 0.23%
4,809
+15
1
2
3 4 5